Client Relationship Consultant 3 (Banker) - San Carlos, CA

Build and strengthen client relationships through proactive outreach and follow-up across in-person, appointment, and virtual channels. Assess customers’ banking needs, gather and process account information, and recommend deposit and loan products aligned to their goals. Deliver an optimal client experience by processing basic transactions, opening accounts, completing service requests, and submitting credit applications. Help clients adopt digital and self-service tools while partnering with branch teams to provide operational excellence and accuracy.